IFA Administrator

The IFA Administrator position centres on handling client queries professionally via phone and email. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Role overview

Kinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team. Eligibility criteria: Level 4 Diploma Qualified (Desirable not essential) Previous experience within an IFA/regulated environment (Min 3 years) Knowledge of pensions, investments.

Administrative work involved

Handling client queries professionally via phone and email. Managing incoming correspondence and emails. Manage adviser diaries.

Administrative skills and experience

• Excellent report writing skills.
• Strong academic record.
• Computer literate - Thorough knowledge and capability using front and back-office systems.

Job details

• Additional detail: Pension support may be included.